PBRIX Mutual Fund

PBRIX Mutual Fund

NAV$3.66
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Returns Overview

1 Month
+0.82%
3 Months
-2.65%
6 Months
-5.88%
YTD
-7.54%
1 Year
-11.71%
3 Years (annualized)
-11.01%
5 Years (annualized)
-9.26%
10 Years (annualized)
-13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBRIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Inverse Daily Index(^SP500INVD:SP)
This Mutual Fund (YTD)
-7.54%
Peer Avg (YTD)
+2.39%
vs Peers
-9.93%

PBRIX Mutual Fund Performance

PBRIX performance across multiple time periods: 1-month 0.82%, YTD -7.54%, 1-year -11.71%, 3-year -11.01%, 5-year -9.26%, 10-year -13.21%.

PBRIX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

PBRIX vs another fund shows side-by-side returns. PBRIX alternatives are available in the Mutual Fund Screener.